MWM

MY Wealth Management Portfolio holdings

AUM $114M
1-Year Est. Return 6.44%
This Quarter Est. Return
1 Year Est. Return
+6.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$87.8M
AUM Growth
-$2.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Sector Composition

1 Technology 2.4%
2 Consumer Discretionary 1.21%
3 Consumer Staples 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-1,055
27
-2,254